See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,369 | $49,280+50.9% | $67,313+10.5% | $64,186+15.9% |
| Participation rate | 75.8% | 60.8%+15.0pp | 69.1%+6.7pp | 69.6%+6.2pp |
| Annual return | -6.96% | -1.39%-5.6pp | -4.08%-2.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,068 | $1,668+23.9% | $2,566-19.4% | $2,381-13.2% |
| Participant deferral / active EE | $4,703 | $2,484+89.3% | $3,568+31.8% | $3,470+35.6% |
| Admin fee / account holder | $5,614 | $3,863+45.4% | $4,507+24.6% | $4,888+14.9% |